View ValuationUnion Pacific 향후 성장Future 기준 점검 3/6Union Pacific (는) 각각 연간 9.8% 및 7.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 30% 로 예상됩니다.핵심 정보9.8%이익 성장률8.95%EPS 성장률Transportation 이익 성장10.7%매출 성장률7.2%향후 자기자본이익률29.99%애널리스트 커버리지Good마지막 업데이트19 May 2026최근 향후 성장 업데이트공시 • Jan 23Union Pacific Corporation Reaffirms Earnings Guidance for the Year 2025Union Pacific Corporation reaffirmed earnings guidance for the year 2025. Earnings per share growth consistent with attaining the 3-year CAGR target of high-single to low-double digit.공시 • Oct 20Union Pacific Corporation Provides Volume Guidance for the Full Year of 2023Union Pacific Corporation provided volume guidance for the full year of 2023. The company expects, year to date softness in consumer-related volumes likely drive full year volume expectations below Industrial Production (Current forecast: 0.0%).공시 • Jan 25Union Pacific Corporation Provides Earnings Guidance for the Year 2023Union Pacific Corporation provided earnings guidance for the year 2023. for the year, the company expects carloads to exceed Industrial Production (Current Industrial Production forecast: -0.5%) and operating ratio improvement.모든 업데이트 보기Recent updatesBoard Change • May 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Tony Will was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: US$2.87 (vs US$2.71 in 1Q 2025)First quarter 2026 results: EPS: US$2.87 (up from US$2.71 in 1Q 2025). Revenue: US$6.22b (up 3.2% from 1Q 2025). Net income: US$1.70b (up 4.6% from 1Q 2025). Profit margin: 27% (in line with 1Q 2025). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.공시 • Mar 26+ 1 more updateUnion Pacific Corporation, Annual General Meeting, May 14, 2026Union Pacific Corporation, Annual General Meeting, May 14, 2026.Upcoming Dividend • Feb 23Upcoming dividend of US$1.38 per shareEligible shareholders must have bought the stock before 27 February 2026. Payment date: 31 March 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.8%).Declared Dividend • Feb 09Fourth quarter dividend of US$1.38 announcedShareholders will receive a dividend of US$1.38. Ex-date: 27th February 2026 Payment date: 31st March 2026 Dividend yield will be 2.4%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (45% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Feb 06Union Pacific Corporation Declares First Quarter 2026 Dividend, Payable on March 31, 2026The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.38 per share on the company’s common stock, payable March 31, 2026, to shareholders of record Feb. 27, 2026.Reported Earnings • Jan 29Full year 2025 earnings released: EPS: US$12.00 (vs US$11.10 in FY 2024)Full year 2025 results: EPS: US$12.00 (up from US$11.10 in FY 2024). Revenue: US$24.5b (up 1.1% from FY 2024). Net income: US$7.14b (up 5.8% from FY 2024). Profit margin: 29% (up from 28% in FY 2024). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has remained flat.공시 • Dec 30Union Pacific Corporation to Report Q4, 2025 Results on Jan 27, 2026Union Pacific Corporation announced that they will report Q4, 2025 results at 7:45 AM, US Eastern Standard Time on Jan 27, 2026공시 • Dec 18Union Pacific Railroad Unveils New Industrial Park, Offering Customers Connectivity to Texas' Fastest-Growing RegionsUnion Pacific Railroad recently announced plans to develop the Mainline Texas Industrial Park, a master-planned, 2,000-acre industrial development just outside Houston. The park is strategically located along Union Pacific's main line with direct access to U.S. 90, Highway 36,ur 10, and Interstate 69, offering customers seamless transportation across the region's major population centers and international gateways in Laredo, Eagle Pass and El Paso. Mainline Texas Industrial Park offers 1,300 acres of rail-served land and 700 acres for non-rail industrial and commercial uses, with potential for more than 20 million square feet of Class A development. The site features rail car storage, on-site water and wastewater systems, regional drainage and access to high-capacity gas infrastructure, making it one of the state's most robust industrial offerings for customers.공시 • Dec 13Union Pacific Corporation Appoints W. Anthony “Tony” Will to Board of Directors, Effective Jan. 6, 2026Union Pacific Corporation appointed W. Anthony “Tony” Will to its Board of Directors, effective Jan. 6, 2026. Will has served as president, CEO and board member of CF Industries Holdings, a global manufacturer of hydrogen and nitrogen products, since 2014. He plans to retire Jan. 4, 2026, and will serve in an advisory role through March 15. Will joined CF Industries in 2007 as vice president, corporate development. He was promoted to vice president, manufacturing and distribution in 2009 and senior vice president, manufacturing and distribution in 2012. Before joining CF Industries, Will was a partner at Accenture LLP, a global management consulting, technology services and outsourcing company. He previously held positions at Sears, Roebuck and Company, Fort James Corporation, Boston Consulting Group and Motorola. Will has a bachelor’s degree in electrical engineering from Iowa State University and an MBA from the Kellogg School of Management at Northwestern University.Declared Dividend • Nov 24Third quarter dividend of US$1.38 announcedShareholders will receive a dividend of US$1.38. Ex-date: 5th December 2025 Payment date: 30th December 2025 Dividend yield will be 2.7%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Nov 19Union Pacific Corporation Declares Dividend for the Fourth Quarter of 2025, Payable on December 30, 2025The Board of Directors of Union Pacific Corporation has declared a fourth quarter of 2025 dividend of $1.38 per share on the company’s common stock, payable December 30, 2025, to shareholders of record December 5, 2025.Reported Earnings • Oct 24Third quarter 2025 earnings released: EPS: US$3.02 (vs US$2.75 in 3Q 2024)Third quarter 2025 results: EPS: US$3.02 (up from US$2.75 in 3Q 2024). Revenue: US$6.24b (up 2.5% from 3Q 2024). Net income: US$1.79b (up 7.0% from 3Q 2024). Profit margin: 29% (up from 27% in 3Q 2024). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year.공시 • Sep 25Union Pacific Corporation to Report Q3, 2025 Results on Oct 23, 2025Union Pacific Corporation announced that they will report Q3, 2025 results at 7:45 AM, US Eastern Standard Time on Oct 23, 2025공시 • Jun 26Union Pacific Corporation to Report Q2, 2025 Results on Jul 24, 2025Union Pacific Corporation announced that they will report Q2, 2025 results at 7:45 AM, US Eastern Standard Time on Jul 24, 2025Buy Or Sell Opportunity • Jun 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to €191. The fair value is estimated to be €240, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 6.2% per annum over the same time period.Upcoming Dividend • May 26Upcoming dividend of US$1.34 per shareEligible shareholders must have bought the stock before 30 May 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (3.3%).Declared Dividend • May 12First quarter dividend of US$1.34 announcedShareholders will receive a dividend of US$1.34. Ex-date: 30th May 2025 Payment date: 30th June 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 09+ 1 more updateUnion Pacific Corporation Announces Transition Beth White from the Role of President to Become A Strategic Advisor, Effective July 1, 2025Union Pacific Railroad announced that President Beth Whited will transition from her role as the railroad’s first female president to become a strategic advisor effective July 1, 2025. Whited will remain an advisor through early 2026. Whited’s experience includes leadership roles in disciplines that touch nearly every part of the world’s largest freight rail network. She helped the company navigate through major business development deals, historic labor negotiations, and countless sensitive and dynamic changes in the external environment. Whited has led historic initiatives spanning multiple functions, including Strategy, Law, Corporate Relations, Government Affairs, Marketing and Sales, Sustainability, Finance, Investor Relations and Human Resources.Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: US$2.71 (vs US$2.69 in 1Q 2024)First quarter 2025 results: EPS: US$2.71. Revenue: US$6.03b (flat on 1Q 2024). Net income: US$1.63b (flat on 1Q 2024). Profit margin: 27% (in line with 1Q 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Transportation industry in Europe.Buy Or Sell Opportunity • Apr 03Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.9% to €206. The fair value is estimated to be €268, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.공시 • Mar 27Union Pacific Corporation to Report Q1, 2025 Results on Apr 24, 2025Union Pacific Corporation announced that they will report Q1, 2025 results at 7:45 AM, US Eastern Standard Time on Apr 24, 2025공시 • Mar 26Union Pacific Corporation, Annual General Meeting, May 08, 2025Union Pacific Corporation, Annual General Meeting, May 08, 2025.Buy Or Sell Opportunity • Feb 28Now 21% undervaluedOver the last 90 days, the stock has risen 1.2% to €235. The fair value is estimated to be €297, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 6.9% per annum over the same time period.Upcoming Dividend • Feb 24Upcoming dividend of US$1.34 per shareEligible shareholders must have bought the stock before 28 February 2025. Payment date: 31 March 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.4%).Declared Dividend • Feb 10Fourth quarter dividend of US$1.34 announcedShareholders will receive a dividend of US$1.34. Ex-date: 28th February 2025 Payment date: 31st March 2025 Dividend yield will be 2.1%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Feb 07Union Pacific Corporation Declares First Quarter 2025 Dividend, Payable on March 31, 2025The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.34 per share on the company’s common stock, payable March 31, 2025, to shareholders of record February 28, 2025.Reported Earnings • Jan 24Full year 2024 earnings released: EPS: US$11.10 (vs US$10.47 in FY 2023)Full year 2024 results: EPS: US$11.10 (up from US$10.47 in FY 2023). Revenue: US$24.3b (flat on FY 2023). Net income: US$6.75b (up 5.8% from FY 2023). Profit margin: 28% (up from 26% in FY 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.공시 • Jan 23Union Pacific Corporation Reaffirms Earnings Guidance for the Year 2025Union Pacific Corporation reaffirmed earnings guidance for the year 2025. Earnings per share growth consistent with attaining the 3-year CAGR target of high-single to low-double digit.Buy Or Sell Opportunity • Jan 20Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €223. The fair value is estimated to be €284, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 6.9% per annum over the same time period.공시 • Dec 19Union Pacific Corporation to Report Q4, 2024 Results on Jan 23, 2025Union Pacific Corporation announced that they will report Q4, 2024 results at 7:45 AM, US Eastern Standard Time on Jan 23, 2025Buy Or Sell Opportunity • Dec 04Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.8% to €223. The fair value is estimated to be €280, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.Declared Dividend • Dec 02Third quarter dividend of US$1.34 announcedShareholders will receive a dividend of US$1.34. Ex-date: 9th December 2024 Payment date: 30th December 2024 Dividend yield will be 2.1%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Nov 28Union Pacific Corporation Declares Dividend for the Fourth Quarter 2024, Payable on December 30, 2024The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.34 per share on the company’s common stock, payable December 30, 2024, to shareholders of record December 9, 2024.Buy Or Sell Opportunity • Nov 13Now 20% undervaluedOver the last 90 days, the stock has risen 4.0% to €226. The fair value is estimated to be €284, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$2.75 (vs US$2.51 in 3Q 2023)Third quarter 2024 results: EPS: US$2.75 (up from US$2.51 in 3Q 2023). Revenue: US$6.09b (up 2.5% from 3Q 2023). Net income: US$1.67b (up 9.4% from 3Q 2023). Profit margin: 27% (up from 26% in 3Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.공시 • Sep 26Union Pacific Corporation to Report Q3, 2024 Results on Oct 24, 2024Union Pacific Corporation announced that they will report Q3, 2024 results at 7:45 AM, Eastern Standard Time on Oct 24, 2024Upcoming Dividend • Aug 23Upcoming dividend of US$1.34 per shareEligible shareholders must have bought the stock before 30 August 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.9%).Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$2.75 (vs US$2.58 in 2Q 2023)Second quarter 2024 results: EPS: US$2.75 (up from US$2.58 in 2Q 2023). Revenue: US$6.01b (flat on 2Q 2023). Net income: US$1.67b (up 6.6% from 2Q 2023). Profit margin: 28% (up from 26% in 2Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 6% per year.Declared Dividend • Jul 22First quarter dividend of US$1.34 announcedShareholders will receive a dividend of US$1.34. Ex-date: 30th August 2024 Payment date: 30th September 2024 Dividend yield will be 2.2%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jul 18Union Pacific Corporation Declares Third Quarter 2024 Dividend, Payable on September 30, 2024Union Pacific Corporation announced that its Board of Directors voted to increase the quarterly dividend on the Company’s common shares by 3% to $1.34 per share. The dividend is payable September 30, 2024, to shareholders of record August 30, 2024.공시 • Jun 28Union Pacific Corporation to Report Q2, 2024 Results on Jul 25, 2024Union Pacific Corporation announced that they will report Q2, 2024 results at 7:45 AM, US Eastern Standard Time on Jul 25, 2024Buy Or Sell Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to €206. The fair value is estimated to be €261, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 7.3%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.Upcoming Dividend • May 27Upcoming dividend of US$1.30 per shareEligible shareholders must have bought the stock before 31 May 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.5%).Declared Dividend • May 13First quarter dividend of US$1.30 announcedShareholders will receive a dividend of US$1.30. Ex-date: 31st May 2024 Payment date: 28th June 2024 Dividend yield will be 2.1%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 11Union Pacific Corporation Declares Second Quarter 2024 Dividend, Payable on June 28, 2024The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company’s common stock, payable June 28, 2024, to shareholders of record May 31, 2024.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$2.69 (vs US$2.67 in 1Q 2023)First quarter 2024 results: EPS: US$2.69 (up from US$2.67 in 1Q 2023). Revenue: US$6.03b (flat on 1Q 2023). Net income: US$1.64b (flat on 1Q 2023). Profit margin: 27% (in line with 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.Buy Or Sell Opportunity • Apr 07Now 21% undervaluedOver the last 90 days, the stock has risen 2.8% to €223. The fair value is estimated to be €282, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.공시 • Mar 29Union Pacific Corporation to Report Q1, 2024 Results on Apr 25, 2024Union Pacific Corporation announced that they will report Q1, 2024 results at 7:45 AM, US Eastern Standard Time on Apr 25, 2024공시 • Mar 27Union Pacific Corporation, Annual General Meeting, May 09, 2024Union Pacific Corporation, Annual General Meeting, May 09, 2024, at 08:00 Central Daylight. Agenda: To elect the twelve directors named in the Proxy Statement, each to serve for a term of one year or until his or her successor is elected and qualified; to ratify the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of the Company for 2024; to approve, by non-binding vote, the compensation of the Company's Named Executive Officers; to consider and vote upon two shareholder proposals if properly presented at the Annual Meeting; and to transact such other businesses as may properly come before the Annual Meeting.Buy Or Sell Opportunity • Mar 19Now 20% undervaluedOver the last 90 days, the stock has risen 1.4% to €223. The fair value is estimated to be €280, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.Upcoming Dividend • Feb 21Upcoming dividend of US$1.30 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 29 March 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.9%).Buy Or Sell Opportunity • Feb 13Now 20% undervaluedOver the last 90 days, the stock has risen 13% to €229. The fair value is estimated to be €288, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.Declared Dividend • Feb 12Fourth quarter dividend of US$1.30 announcedShareholders will receive a dividend of US$1.30. Ex-date: 28th February 2024 Payment date: 29th March 2024 Dividend yield will be 2.1%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Feb 09Union Pacific Corporation Declares First Quarter 2024 Dividend, Payable on Mar. 29, 2024The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company's common stock, payable Mar. 29, 2024, to shareholders of record Feb. 29, 2024.Reported Earnings • Jan 26Full year 2023 earnings released: EPS: US$10.47 (vs US$11.24 in FY 2022)Full year 2023 results: EPS: US$10.47 (down from US$11.24 in FY 2022). Revenue: US$24.1b (down 3.0% from FY 2022). Net income: US$6.38b (down 8.8% from FY 2022). Profit margin: 26% (down from 28% in FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.Buy Or Sell Opportunity • Jan 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.8% to €219. The fair value is estimated to be €182, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.공시 • Dec 15+ 1 more updateUnion Pacific Corporation Appoints John Tien to Its Board of Directors, Effective December 14, 2023Union Pacific Corporation announced the appointment of John Tien to its board of directors, effective December 14, 2023. Tien most recently served as deputy secretary of the Department of Homeland Security (DHS), the first Asian American to ever hold the position, from 2021 until his retirement in July 2023. During his tenure, Tien served as the department’s chief operating officer, responsible for operations, technology, budget, personnel, risk management, customer service and facilities and infrastructure. He oversaw a multi-billion-dollar budget, facilities in all 50 states and more than 3,000 personnel stationed overseas in more than 75 countries. Upon his retirement, Tien received the department’s highest honor bestowed on a civilian, the DHS Distinguished Public Service Medal. Tien has held leadership roles throughout his career, dating back to when he joined the U.S. Military Academy at West Point, becoming the first Asian American to serve as First Captain and brigade commander, the school’s top-ranked cadet position. He served three combat tours in Iraq and received the Bronze Star Medal with one oak leaf cluster, the Combat Action Badge and the Valorous Unit Award. Tien later served as National Security Council (NSC) Director for Iraq counterinsurgency operations in the Bush Administration and as the NSC Senior Director for Afghanistan and Pakistan in the Obama Administration. In the latter role, he represented President Obama with several countries and multilateral organizations, including the North Atlantic Treaty Organization (NATO). He retired following 24 years of service as a U.S. Army combat arms officer, achieving the rank of Colonel. Tien joined Citigroup and spent 10 years serving in senior executive roles, including chief administrative officer and chief of staff for Citi’s Global Consumer Operations and Technology organization, chief operating officer and chief technology officer for Macy’s private label and co-brand credit card portfolio for Citi Retail Services, and head of business and process re-engineering transformation for Citigroup’s entire U.S. Consumer Bank. Tien earned his Bachelor of Science from West Point and a Master of Arts from Oxford University, where he was a Rhodes Scholar. He was also a National Security Fellow at the Harvard Kennedy School.공시 • Nov 29Union Pacific Corporation Declares Fourth Quarter 2023 Dividend, Payable on December 28, 2023The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company's common stock, payable December 28, 2023, to shareholders of record December 8, 2023.Reported Earnings • Oct 20Third quarter 2023 earnings released: EPS: US$2.51 (vs US$3.05 in 3Q 2022)Third quarter 2023 results: EPS: US$2.51 (down from US$3.05 in 3Q 2022). Revenue: US$5.94b (down 9.5% from 3Q 2022). Net income: US$1.53b (down 19% from 3Q 2022). Profit margin: 26% (down from 29% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.공시 • Oct 20Union Pacific Corporation Provides Volume Guidance for the Full Year of 2023Union Pacific Corporation provided volume guidance for the full year of 2023. The company expects, year to date softness in consumer-related volumes likely drive full year volume expectations below Industrial Production (Current forecast: 0.0%).공시 • Sep 22Union Pacific Corporation to Report Q3, 2023 Results on Oct 19, 2023Union Pacific Corporation announced that they will report Q3, 2023 results at 7:45 AM, US Eastern Standard Time on Oct 19, 2023Buying Opportunity • Sep 05Now 21% undervaluedOver the last 90 days, the stock is up 9.4%. The fair value is estimated to be €255, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 6.1% per annum over the same time period.Board Change • Sep 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Jim Vena was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Aug 23Upcoming dividend of US$1.30 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.6%).공시 • Jul 28+ 2 more updatesUnion Pacific Corporation Announces Board AppointmentsUnion Pacific Corporation announced that it has appointed Doyle Simons, former president and CEO of Weyerhaeuser, and John Wiehoff, former chairman, president, and CEO of C.H. Robinson, to its Board of Directors, effective immediately. As part of its ongoing refreshment efforts and continued focus on actively overseeing the Company, the Board has also formed a new Safety and Service Quality committee, which will have responsibility for reviewing, evaluating, and monitoring compliance with safety programs and providing oversight of the Company's service performance. Director Jane Lute has been appointed to lead this new committee. In addition, Director Sheri Edison has been appointed as Chair of the Corporate Governance, Nominating and Sustainability Committee, effective August 14, 2023. Following the appointments of Simons and Wiehoff, the Board now comprises 12 directors, 11 of whom are independent and 4 of whom have been added since 2021. Union Pacific announced Jim Vena has been appointed chief executive officer and as a member of the Board, Beth Whited has been appointed president and McCarthy will assume the role of chairman of the Board. These leadership changes are effective August 14, 2023, and follow Lance Fritz stepping down as chairman, president and chief executive officer. Simons served as President, Chief Executive Officer at Weyerhaeuser Company, a global producer of wood-related products and pioneer of sustainable tree farms, from 2013 until 2019. Prior to joining Weyerhaeuser Company, he held a variety of high-level leadership roles from 1992 to 2012 at Temple-Inland Inc., including as Chairman and Chief Executive Officer from 2008 to 2012. Simons has served on the Board of Directors at Fiserv, Inc, a provider of financial services technology, as Lead Independent Director since 2022 and as a director since 2007, and on the Board of Directors at Iron Mountain Incorporated, an information storage services company, since 2020. He previously served as a director at Weyerhaeuser Company from 2012 to 2019. Simons holds a Bachelor of Business Administration at Baylor University and a juris doctor from the University of Texas. Wiehoff most recently served as the Executive Chairman of C.H. Robinson Worldwide, a leading third-party logistics, supply chain management and sourcing company from 2007 to 2020 and was Chief Executive Officer of the company from 2002 to 2019. He previously held multiple leadership roles at C.H. Robinson, including President and Chief Financial Officer. Mr. Wiehoff began his career at Arthur Andersen LLP. Wiehoff has served as the Chair of the Board of Directors of Polaris, a powersports-vehicle manufacturing company, from 2021 and has been a director at Polaris since 2007. He also has served on the Board of U.S. Bancorp, since 2020. He previously served on the Board of Donaldson Company Inc., from 2003 to 2022. Wiehoff holds a Bachelor of Science in accounting from St. John's University.공시 • Jul 27Union Pacific Corporation Declares Quarterly Dividend on the Common Stock, Payable September 29, 2023The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company's common stock, payable September 29, 2023, to shareholders of record August 31, 2023.Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: US$2.58 (vs US$2.93 in 2Q 2022)Second quarter 2023 results: EPS: US$2.58 (down from US$2.93 in 2Q 2022). Revenue: US$5.96b (down 4.9% from 2Q 2022). Net income: US$1.57b (down 14% from 2Q 2022). Profit margin: 26% (down from 29% in 2Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 13% per year.공시 • Jun 23Union Pacific Corporation to Report Q2, 2023 Results on Jul 26, 2023Union Pacific Corporation announced that they will report Q2, 2023 results at 7:45 AM, US Eastern Standard Time on Jul 26, 2023Upcoming Dividend • May 23Upcoming dividend of US$1.30 per share at 2.6% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.1%).공시 • May 19+ 1 more updateUnion Pacific Elevates Appoints Rahul Jalali as Executive Vice President, Effective from June 1, 2023Union Pacific Railroad announced Chief Information Officer Rahul Jalali has been named executive vice president, effective June 1, 2023. Jalali has played a pivotal role in the company's modernization efforts and will continue leading the development, implementation and operation of Union Pacific's information and telecommunications technologies, delivering high-tech solutions for the railroad and its customers. He most recently served as senior vice president and chief information officer, having joined Union Pacific in 2020. Under Jalali's leadership, Union Pacific's Tech team has driven innovative technologies to optimize customer supply chains, enhance efficiency and improve the company's overall service product. He has focused on transforming Union Pacific into a platform company, creating a high-performing culture through recruitment, diversity and inclusion. He recently earned a spot on Forbes CIO Next List, highlighting 50 technology leaders who are redefining the CIO role and advancing game-changing innovation He also was named one of Railway Age's 2022 Readers' Influential Leaders, nominated by subscribers as one of the industry's top 10 influential individuals. Additionally, in 2023 Jalali was appointed by the Cybersecurity and Infrastructure Security Agency (CISA)to its Cybersecurity Advisory Committee (CSAC). Before joining Union Pacific, Jalali spent 23 years with retail leader Walmart Inc. in increasing leadership roles, including corporate vice president in the technology division.Reported Earnings • Apr 20First quarter 2023 earnings released: EPS: US$2.67 (vs US$2.58 in 1Q 2022)First quarter 2023 results: EPS: US$2.67 (up from US$2.58 in 1Q 2022). Revenue: US$6.06b (up 3.3% from 1Q 2022). Net income: US$1.63b (flat on 1Q 2022). Profit margin: 27% (in line with 1Q 2022). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 20Upcoming dividend of US$1.30 per share at 2.6% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.4%).공시 • Feb 10Union Pacific Corporation Declares Dividend for the First Quarter 2023, Payable on March 31, 2023The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company's common stock, payable March 31, 2023, to shareholders of record February 28, 2023.공시 • Jan 25Union Pacific Corporation Provides Earnings Guidance for the Year 2023Union Pacific Corporation provided earnings guidance for the year 2023. for the year, the company expects carloads to exceed Industrial Production (Current Industrial Production forecast: -0.5%) and operating ratio improvement.Reported Earnings • Jan 25Full year 2022 earnings released: EPS: US$11.24 (vs US$9.98 in FY 2021)Full year 2022 results: EPS: US$11.24 (up from US$9.98 in FY 2021). Revenue: US$24.9b (up 14% from FY 2021). Net income: US$7.00b (up 7.3% from FY 2021). Profit margin: 28% (down from 30% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공시 • Dec 14Union Pacific Corporation to Report Q4, 2022 Results on Jan 24, 2023Union Pacific Corporation announced that they will report Q4, 2022 results at 7:45 AM, US Eastern Standard Time on Jan 24, 2023Upcoming Dividend • Aug 23Upcoming dividend of US$1.30 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.3%).Buying Opportunity • Aug 17Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be €295, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.4%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings is also forecast to grow by 6.2% per annum over the same time period.Reported Earnings • Jul 22Second quarter 2022 earnings released: EPS: US$2.93 (vs US$2.73 in 2Q 2021)Second quarter 2022 results: EPS: US$2.93 (up from US$2.73 in 2Q 2021). Revenue: US$6.27b (up 14% from 2Q 2021). Net income: US$1.84b (up 2.1% from 2Q 2021). Profit margin: 29% (down from 33% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.4%, compared to a 10% growth forecast for the industry in Germany.Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: US$2.58 (vs US$2.01 in 1Q 2021)First quarter 2022 results: EPS: US$2.58 (up from US$2.01 in 1Q 2021). Revenue: US$5.86b (up 17% from 1Q 2021). Net income: US$1.63b (up 22% from 1Q 2021). Profit margin: 28% (up from 27% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.9%, compared to a 13% growth forecast for the industry in Germany.Reported Earnings • Apr 22First quarter 2022 earnings released: EPS: US$2.58 (vs US$2.01 in 1Q 2021)First quarter 2022 results: EPS: US$2.58 (up from US$2.01 in 1Q 2021). Revenue: US$5.86b (up 17% from 1Q 2021). Net income: US$1.63b (up 22% from 1Q 2021). Profit margin: 28% (up from 27% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.8%, compared to a 13% growth forecast for the industry in Germany.Upcoming Dividend • Feb 18Upcoming dividend of US$1.18 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 31 March 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (5.5%).Reported Earnings • Jan 21Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$9.98 (up from US$7.90 in FY 2020). Revenue: US$21.8b (up 12% from FY 2020). Net income: US$6.52b (up 22% from FY 2020). Profit margin: 30% (up from 27% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.0%, compared to a 18% growth forecast for the industry in Germany.Reported Earnings • Oct 22Third quarter 2021 earnings released: EPS US$2.58 (vs US$2.02 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$5.57b (up 13% from 3Q 2020). Net income: US$1.67b (up 23% from 3Q 2020). Profit margin: 30% (up from 28% in 3Q 2020). The increase in margin was driven by higher revenue.Board Change • Oct 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. Independent Director Chris Williams was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Aug 23Upcoming dividend of US$1.07 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 30 September 2021. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (5.1%).Reported Earnings • Jul 24Second quarter 2021 earnings released: EPS US$2.73 (vs US$1.67 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$5.50b (up 30% from 2Q 2020). Net income: US$1.80b (up 59% from 2Q 2020). Profit margin: 33% (up from 27% in 2Q 2020). The increase in margin was driven by higher revenue.Executive Departure • Jul 01Senior Advisor Vincenzo Vena has left the companyOn the 30th of June, Vincenzo Vena's tenure as Senior Advisor ended after less than a year in the role. As of March 2021, Vincenzo still personally held 18.79k shares (€3.5m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.83 years.이익 및 매출 성장 예측XTRA:UNP - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202828,2328,8037,99412,9811012/31/202727,1088,1147,46210,9752012/31/202625,9617,3516,92710,294213/31/202624,7007,2135,6989,520N/A12/31/202524,5107,1385,4999,290N/A9/30/202524,5467,0526,0139,727N/A6/30/202524,3936,9356,2619,856N/A3/31/202524,2466,7325,8739,434N/A12/31/202424,2506,7475,8949,346N/A9/30/202424,2886,6375,5259,079N/A6/30/202424,1386,4944,8568,554N/A3/31/202424,0946,3905,0308,661N/A12/31/202324,1196,3794,7738,379N/A9/30/202324,1406,3654,7648,276N/A6/30/202324,7656,7325,4719,053N/A3/31/202325,0716,9985,4228,966N/A12/31/202224,8756,9985,7429,362N/A9/30/202224,4287,0715,9189,599N/A6/30/202223,4286,8495,5898,980N/A3/31/202222,6636,8126,0629,310N/A12/31/202121,8046,5236,0969,032N/A9/30/202121,2126,1926,4729,050N/A6/30/202120,5655,8825,8498,367N/A3/31/202119,3055,2165,6878,343N/A12/31/202019,5335,3495,6138,540N/A9/30/202019,6045,3725,0868,338N/A6/30/202020,2015,5645,6099,101N/A3/31/202021,5536,0025,2978,805N/A12/31/201921,7085,919N/A8,609N/A9/30/201922,2536,070N/A8,576N/A6/30/201922,6656,108N/A8,553N/A3/31/201922,7416,047N/A8,744N/A12/31/201822,8325,966N/A8,686N/A9/30/201822,52511,690N/A8,206N/A6/30/201822,00511,291N/A7,804N/A3/31/201821,58310,950N/A7,248N/A12/31/201721,24010,712N/A7,230N/A9/30/201720,9584,578N/A7,456N/A6/30/201720,7244,515N/A7,459N/A3/31/201720,2444,326N/A7,235N/A12/31/201619,9414,233N/A7,525N/A9/30/201619,9814,206N/A7,186N/A6/30/201620,3694,375N/A7,096N/A3/31/201621,0284,600N/A7,453N/A12/31/201521,8134,772N/A7,344N/A9/30/201522,7585,086N/A7,652N/A6/30/201523,3785,156N/A7,937N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: UNP 의 연간 예상 수익 증가율(9.8%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: UNP 의 연간 수익(9.8%)이 German 시장(17.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: UNP 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: UNP 의 수익(연간 7.2%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: UNP 의 수익(연간 7.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: UNP의 자본 수익률은 3년 후 30%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 12:07종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Union Pacific Corporation는 44명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Will ChienAccountability Research CorporationJohn EadeArgus Research CompanyDaniel MooreBaird41명의 분석가 더 보기
공시 • Jan 23Union Pacific Corporation Reaffirms Earnings Guidance for the Year 2025Union Pacific Corporation reaffirmed earnings guidance for the year 2025. Earnings per share growth consistent with attaining the 3-year CAGR target of high-single to low-double digit.
공시 • Oct 20Union Pacific Corporation Provides Volume Guidance for the Full Year of 2023Union Pacific Corporation provided volume guidance for the full year of 2023. The company expects, year to date softness in consumer-related volumes likely drive full year volume expectations below Industrial Production (Current forecast: 0.0%).
공시 • Jan 25Union Pacific Corporation Provides Earnings Guidance for the Year 2023Union Pacific Corporation provided earnings guidance for the year 2023. for the year, the company expects carloads to exceed Industrial Production (Current Industrial Production forecast: -0.5%) and operating ratio improvement.
Board Change • May 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Tony Will was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: US$2.87 (vs US$2.71 in 1Q 2025)First quarter 2026 results: EPS: US$2.87 (up from US$2.71 in 1Q 2025). Revenue: US$6.22b (up 3.2% from 1Q 2025). Net income: US$1.70b (up 4.6% from 1Q 2025). Profit margin: 27% (in line with 1Q 2025). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
공시 • Mar 26+ 1 more updateUnion Pacific Corporation, Annual General Meeting, May 14, 2026Union Pacific Corporation, Annual General Meeting, May 14, 2026.
Upcoming Dividend • Feb 23Upcoming dividend of US$1.38 per shareEligible shareholders must have bought the stock before 27 February 2026. Payment date: 31 March 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.8%).
Declared Dividend • Feb 09Fourth quarter dividend of US$1.38 announcedShareholders will receive a dividend of US$1.38. Ex-date: 27th February 2026 Payment date: 31st March 2026 Dividend yield will be 2.4%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (45% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Feb 06Union Pacific Corporation Declares First Quarter 2026 Dividend, Payable on March 31, 2026The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.38 per share on the company’s common stock, payable March 31, 2026, to shareholders of record Feb. 27, 2026.
Reported Earnings • Jan 29Full year 2025 earnings released: EPS: US$12.00 (vs US$11.10 in FY 2024)Full year 2025 results: EPS: US$12.00 (up from US$11.10 in FY 2024). Revenue: US$24.5b (up 1.1% from FY 2024). Net income: US$7.14b (up 5.8% from FY 2024). Profit margin: 29% (up from 28% in FY 2024). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has remained flat.
공시 • Dec 30Union Pacific Corporation to Report Q4, 2025 Results on Jan 27, 2026Union Pacific Corporation announced that they will report Q4, 2025 results at 7:45 AM, US Eastern Standard Time on Jan 27, 2026
공시 • Dec 18Union Pacific Railroad Unveils New Industrial Park, Offering Customers Connectivity to Texas' Fastest-Growing RegionsUnion Pacific Railroad recently announced plans to develop the Mainline Texas Industrial Park, a master-planned, 2,000-acre industrial development just outside Houston. The park is strategically located along Union Pacific's main line with direct access to U.S. 90, Highway 36,ur 10, and Interstate 69, offering customers seamless transportation across the region's major population centers and international gateways in Laredo, Eagle Pass and El Paso. Mainline Texas Industrial Park offers 1,300 acres of rail-served land and 700 acres for non-rail industrial and commercial uses, with potential for more than 20 million square feet of Class A development. The site features rail car storage, on-site water and wastewater systems, regional drainage and access to high-capacity gas infrastructure, making it one of the state's most robust industrial offerings for customers.
공시 • Dec 13Union Pacific Corporation Appoints W. Anthony “Tony” Will to Board of Directors, Effective Jan. 6, 2026Union Pacific Corporation appointed W. Anthony “Tony” Will to its Board of Directors, effective Jan. 6, 2026. Will has served as president, CEO and board member of CF Industries Holdings, a global manufacturer of hydrogen and nitrogen products, since 2014. He plans to retire Jan. 4, 2026, and will serve in an advisory role through March 15. Will joined CF Industries in 2007 as vice president, corporate development. He was promoted to vice president, manufacturing and distribution in 2009 and senior vice president, manufacturing and distribution in 2012. Before joining CF Industries, Will was a partner at Accenture LLP, a global management consulting, technology services and outsourcing company. He previously held positions at Sears, Roebuck and Company, Fort James Corporation, Boston Consulting Group and Motorola. Will has a bachelor’s degree in electrical engineering from Iowa State University and an MBA from the Kellogg School of Management at Northwestern University.
Declared Dividend • Nov 24Third quarter dividend of US$1.38 announcedShareholders will receive a dividend of US$1.38. Ex-date: 5th December 2025 Payment date: 30th December 2025 Dividend yield will be 2.7%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 19Union Pacific Corporation Declares Dividend for the Fourth Quarter of 2025, Payable on December 30, 2025The Board of Directors of Union Pacific Corporation has declared a fourth quarter of 2025 dividend of $1.38 per share on the company’s common stock, payable December 30, 2025, to shareholders of record December 5, 2025.
Reported Earnings • Oct 24Third quarter 2025 earnings released: EPS: US$3.02 (vs US$2.75 in 3Q 2024)Third quarter 2025 results: EPS: US$3.02 (up from US$2.75 in 3Q 2024). Revenue: US$6.24b (up 2.5% from 3Q 2024). Net income: US$1.79b (up 7.0% from 3Q 2024). Profit margin: 29% (up from 27% in 3Q 2024). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year.
공시 • Sep 25Union Pacific Corporation to Report Q3, 2025 Results on Oct 23, 2025Union Pacific Corporation announced that they will report Q3, 2025 results at 7:45 AM, US Eastern Standard Time on Oct 23, 2025
공시 • Jun 26Union Pacific Corporation to Report Q2, 2025 Results on Jul 24, 2025Union Pacific Corporation announced that they will report Q2, 2025 results at 7:45 AM, US Eastern Standard Time on Jul 24, 2025
Buy Or Sell Opportunity • Jun 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to €191. The fair value is estimated to be €240, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 6.2% per annum over the same time period.
Upcoming Dividend • May 26Upcoming dividend of US$1.34 per shareEligible shareholders must have bought the stock before 30 May 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (3.3%).
Declared Dividend • May 12First quarter dividend of US$1.34 announcedShareholders will receive a dividend of US$1.34. Ex-date: 30th May 2025 Payment date: 30th June 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 09+ 1 more updateUnion Pacific Corporation Announces Transition Beth White from the Role of President to Become A Strategic Advisor, Effective July 1, 2025Union Pacific Railroad announced that President Beth Whited will transition from her role as the railroad’s first female president to become a strategic advisor effective July 1, 2025. Whited will remain an advisor through early 2026. Whited’s experience includes leadership roles in disciplines that touch nearly every part of the world’s largest freight rail network. She helped the company navigate through major business development deals, historic labor negotiations, and countless sensitive and dynamic changes in the external environment. Whited has led historic initiatives spanning multiple functions, including Strategy, Law, Corporate Relations, Government Affairs, Marketing and Sales, Sustainability, Finance, Investor Relations and Human Resources.
Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: US$2.71 (vs US$2.69 in 1Q 2024)First quarter 2025 results: EPS: US$2.71. Revenue: US$6.03b (flat on 1Q 2024). Net income: US$1.63b (flat on 1Q 2024). Profit margin: 27% (in line with 1Q 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Transportation industry in Europe.
Buy Or Sell Opportunity • Apr 03Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.9% to €206. The fair value is estimated to be €268, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.
공시 • Mar 27Union Pacific Corporation to Report Q1, 2025 Results on Apr 24, 2025Union Pacific Corporation announced that they will report Q1, 2025 results at 7:45 AM, US Eastern Standard Time on Apr 24, 2025
공시 • Mar 26Union Pacific Corporation, Annual General Meeting, May 08, 2025Union Pacific Corporation, Annual General Meeting, May 08, 2025.
Buy Or Sell Opportunity • Feb 28Now 21% undervaluedOver the last 90 days, the stock has risen 1.2% to €235. The fair value is estimated to be €297, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 6.9% per annum over the same time period.
Upcoming Dividend • Feb 24Upcoming dividend of US$1.34 per shareEligible shareholders must have bought the stock before 28 February 2025. Payment date: 31 March 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.4%).
Declared Dividend • Feb 10Fourth quarter dividend of US$1.34 announcedShareholders will receive a dividend of US$1.34. Ex-date: 28th February 2025 Payment date: 31st March 2025 Dividend yield will be 2.1%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Feb 07Union Pacific Corporation Declares First Quarter 2025 Dividend, Payable on March 31, 2025The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.34 per share on the company’s common stock, payable March 31, 2025, to shareholders of record February 28, 2025.
Reported Earnings • Jan 24Full year 2024 earnings released: EPS: US$11.10 (vs US$10.47 in FY 2023)Full year 2024 results: EPS: US$11.10 (up from US$10.47 in FY 2023). Revenue: US$24.3b (flat on FY 2023). Net income: US$6.75b (up 5.8% from FY 2023). Profit margin: 28% (up from 26% in FY 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.
공시 • Jan 23Union Pacific Corporation Reaffirms Earnings Guidance for the Year 2025Union Pacific Corporation reaffirmed earnings guidance for the year 2025. Earnings per share growth consistent with attaining the 3-year CAGR target of high-single to low-double digit.
Buy Or Sell Opportunity • Jan 20Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €223. The fair value is estimated to be €284, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 6.9% per annum over the same time period.
공시 • Dec 19Union Pacific Corporation to Report Q4, 2024 Results on Jan 23, 2025Union Pacific Corporation announced that they will report Q4, 2024 results at 7:45 AM, US Eastern Standard Time on Jan 23, 2025
Buy Or Sell Opportunity • Dec 04Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.8% to €223. The fair value is estimated to be €280, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.
Declared Dividend • Dec 02Third quarter dividend of US$1.34 announcedShareholders will receive a dividend of US$1.34. Ex-date: 9th December 2024 Payment date: 30th December 2024 Dividend yield will be 2.1%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 28Union Pacific Corporation Declares Dividend for the Fourth Quarter 2024, Payable on December 30, 2024The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.34 per share on the company’s common stock, payable December 30, 2024, to shareholders of record December 9, 2024.
Buy Or Sell Opportunity • Nov 13Now 20% undervaluedOver the last 90 days, the stock has risen 4.0% to €226. The fair value is estimated to be €284, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$2.75 (vs US$2.51 in 3Q 2023)Third quarter 2024 results: EPS: US$2.75 (up from US$2.51 in 3Q 2023). Revenue: US$6.09b (up 2.5% from 3Q 2023). Net income: US$1.67b (up 9.4% from 3Q 2023). Profit margin: 27% (up from 26% in 3Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.
공시 • Sep 26Union Pacific Corporation to Report Q3, 2024 Results on Oct 24, 2024Union Pacific Corporation announced that they will report Q3, 2024 results at 7:45 AM, Eastern Standard Time on Oct 24, 2024
Upcoming Dividend • Aug 23Upcoming dividend of US$1.34 per shareEligible shareholders must have bought the stock before 30 August 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.9%).
Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$2.75 (vs US$2.58 in 2Q 2023)Second quarter 2024 results: EPS: US$2.75 (up from US$2.58 in 2Q 2023). Revenue: US$6.01b (flat on 2Q 2023). Net income: US$1.67b (up 6.6% from 2Q 2023). Profit margin: 28% (up from 26% in 2Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 6% per year.
Declared Dividend • Jul 22First quarter dividend of US$1.34 announcedShareholders will receive a dividend of US$1.34. Ex-date: 30th August 2024 Payment date: 30th September 2024 Dividend yield will be 2.2%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jul 18Union Pacific Corporation Declares Third Quarter 2024 Dividend, Payable on September 30, 2024Union Pacific Corporation announced that its Board of Directors voted to increase the quarterly dividend on the Company’s common shares by 3% to $1.34 per share. The dividend is payable September 30, 2024, to shareholders of record August 30, 2024.
공시 • Jun 28Union Pacific Corporation to Report Q2, 2024 Results on Jul 25, 2024Union Pacific Corporation announced that they will report Q2, 2024 results at 7:45 AM, US Eastern Standard Time on Jul 25, 2024
Buy Or Sell Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to €206. The fair value is estimated to be €261, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 7.3%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.
Upcoming Dividend • May 27Upcoming dividend of US$1.30 per shareEligible shareholders must have bought the stock before 31 May 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.5%).
Declared Dividend • May 13First quarter dividend of US$1.30 announcedShareholders will receive a dividend of US$1.30. Ex-date: 31st May 2024 Payment date: 28th June 2024 Dividend yield will be 2.1%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 11Union Pacific Corporation Declares Second Quarter 2024 Dividend, Payable on June 28, 2024The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company’s common stock, payable June 28, 2024, to shareholders of record May 31, 2024.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$2.69 (vs US$2.67 in 1Q 2023)First quarter 2024 results: EPS: US$2.69 (up from US$2.67 in 1Q 2023). Revenue: US$6.03b (flat on 1Q 2023). Net income: US$1.64b (flat on 1Q 2023). Profit margin: 27% (in line with 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.
Buy Or Sell Opportunity • Apr 07Now 21% undervaluedOver the last 90 days, the stock has risen 2.8% to €223. The fair value is estimated to be €282, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.
공시 • Mar 29Union Pacific Corporation to Report Q1, 2024 Results on Apr 25, 2024Union Pacific Corporation announced that they will report Q1, 2024 results at 7:45 AM, US Eastern Standard Time on Apr 25, 2024
공시 • Mar 27Union Pacific Corporation, Annual General Meeting, May 09, 2024Union Pacific Corporation, Annual General Meeting, May 09, 2024, at 08:00 Central Daylight. Agenda: To elect the twelve directors named in the Proxy Statement, each to serve for a term of one year or until his or her successor is elected and qualified; to ratify the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of the Company for 2024; to approve, by non-binding vote, the compensation of the Company's Named Executive Officers; to consider and vote upon two shareholder proposals if properly presented at the Annual Meeting; and to transact such other businesses as may properly come before the Annual Meeting.
Buy Or Sell Opportunity • Mar 19Now 20% undervaluedOver the last 90 days, the stock has risen 1.4% to €223. The fair value is estimated to be €280, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.
Upcoming Dividend • Feb 21Upcoming dividend of US$1.30 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 29 March 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.9%).
Buy Or Sell Opportunity • Feb 13Now 20% undervaluedOver the last 90 days, the stock has risen 13% to €229. The fair value is estimated to be €288, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.
Declared Dividend • Feb 12Fourth quarter dividend of US$1.30 announcedShareholders will receive a dividend of US$1.30. Ex-date: 28th February 2024 Payment date: 29th March 2024 Dividend yield will be 2.1%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Feb 09Union Pacific Corporation Declares First Quarter 2024 Dividend, Payable on Mar. 29, 2024The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company's common stock, payable Mar. 29, 2024, to shareholders of record Feb. 29, 2024.
Reported Earnings • Jan 26Full year 2023 earnings released: EPS: US$10.47 (vs US$11.24 in FY 2022)Full year 2023 results: EPS: US$10.47 (down from US$11.24 in FY 2022). Revenue: US$24.1b (down 3.0% from FY 2022). Net income: US$6.38b (down 8.8% from FY 2022). Profit margin: 26% (down from 28% in FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.
Buy Or Sell Opportunity • Jan 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.8% to €219. The fair value is estimated to be €182, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
공시 • Dec 15+ 1 more updateUnion Pacific Corporation Appoints John Tien to Its Board of Directors, Effective December 14, 2023Union Pacific Corporation announced the appointment of John Tien to its board of directors, effective December 14, 2023. Tien most recently served as deputy secretary of the Department of Homeland Security (DHS), the first Asian American to ever hold the position, from 2021 until his retirement in July 2023. During his tenure, Tien served as the department’s chief operating officer, responsible for operations, technology, budget, personnel, risk management, customer service and facilities and infrastructure. He oversaw a multi-billion-dollar budget, facilities in all 50 states and more than 3,000 personnel stationed overseas in more than 75 countries. Upon his retirement, Tien received the department’s highest honor bestowed on a civilian, the DHS Distinguished Public Service Medal. Tien has held leadership roles throughout his career, dating back to when he joined the U.S. Military Academy at West Point, becoming the first Asian American to serve as First Captain and brigade commander, the school’s top-ranked cadet position. He served three combat tours in Iraq and received the Bronze Star Medal with one oak leaf cluster, the Combat Action Badge and the Valorous Unit Award. Tien later served as National Security Council (NSC) Director for Iraq counterinsurgency operations in the Bush Administration and as the NSC Senior Director for Afghanistan and Pakistan in the Obama Administration. In the latter role, he represented President Obama with several countries and multilateral organizations, including the North Atlantic Treaty Organization (NATO). He retired following 24 years of service as a U.S. Army combat arms officer, achieving the rank of Colonel. Tien joined Citigroup and spent 10 years serving in senior executive roles, including chief administrative officer and chief of staff for Citi’s Global Consumer Operations and Technology organization, chief operating officer and chief technology officer for Macy’s private label and co-brand credit card portfolio for Citi Retail Services, and head of business and process re-engineering transformation for Citigroup’s entire U.S. Consumer Bank. Tien earned his Bachelor of Science from West Point and a Master of Arts from Oxford University, where he was a Rhodes Scholar. He was also a National Security Fellow at the Harvard Kennedy School.
공시 • Nov 29Union Pacific Corporation Declares Fourth Quarter 2023 Dividend, Payable on December 28, 2023The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company's common stock, payable December 28, 2023, to shareholders of record December 8, 2023.
Reported Earnings • Oct 20Third quarter 2023 earnings released: EPS: US$2.51 (vs US$3.05 in 3Q 2022)Third quarter 2023 results: EPS: US$2.51 (down from US$3.05 in 3Q 2022). Revenue: US$5.94b (down 9.5% from 3Q 2022). Net income: US$1.53b (down 19% from 3Q 2022). Profit margin: 26% (down from 29% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.
공시 • Oct 20Union Pacific Corporation Provides Volume Guidance for the Full Year of 2023Union Pacific Corporation provided volume guidance for the full year of 2023. The company expects, year to date softness in consumer-related volumes likely drive full year volume expectations below Industrial Production (Current forecast: 0.0%).
공시 • Sep 22Union Pacific Corporation to Report Q3, 2023 Results on Oct 19, 2023Union Pacific Corporation announced that they will report Q3, 2023 results at 7:45 AM, US Eastern Standard Time on Oct 19, 2023
Buying Opportunity • Sep 05Now 21% undervaluedOver the last 90 days, the stock is up 9.4%. The fair value is estimated to be €255, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 6.1% per annum over the same time period.
Board Change • Sep 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Jim Vena was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Aug 23Upcoming dividend of US$1.30 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.6%).
공시 • Jul 28+ 2 more updatesUnion Pacific Corporation Announces Board AppointmentsUnion Pacific Corporation announced that it has appointed Doyle Simons, former president and CEO of Weyerhaeuser, and John Wiehoff, former chairman, president, and CEO of C.H. Robinson, to its Board of Directors, effective immediately. As part of its ongoing refreshment efforts and continued focus on actively overseeing the Company, the Board has also formed a new Safety and Service Quality committee, which will have responsibility for reviewing, evaluating, and monitoring compliance with safety programs and providing oversight of the Company's service performance. Director Jane Lute has been appointed to lead this new committee. In addition, Director Sheri Edison has been appointed as Chair of the Corporate Governance, Nominating and Sustainability Committee, effective August 14, 2023. Following the appointments of Simons and Wiehoff, the Board now comprises 12 directors, 11 of whom are independent and 4 of whom have been added since 2021. Union Pacific announced Jim Vena has been appointed chief executive officer and as a member of the Board, Beth Whited has been appointed president and McCarthy will assume the role of chairman of the Board. These leadership changes are effective August 14, 2023, and follow Lance Fritz stepping down as chairman, president and chief executive officer. Simons served as President, Chief Executive Officer at Weyerhaeuser Company, a global producer of wood-related products and pioneer of sustainable tree farms, from 2013 until 2019. Prior to joining Weyerhaeuser Company, he held a variety of high-level leadership roles from 1992 to 2012 at Temple-Inland Inc., including as Chairman and Chief Executive Officer from 2008 to 2012. Simons has served on the Board of Directors at Fiserv, Inc, a provider of financial services technology, as Lead Independent Director since 2022 and as a director since 2007, and on the Board of Directors at Iron Mountain Incorporated, an information storage services company, since 2020. He previously served as a director at Weyerhaeuser Company from 2012 to 2019. Simons holds a Bachelor of Business Administration at Baylor University and a juris doctor from the University of Texas. Wiehoff most recently served as the Executive Chairman of C.H. Robinson Worldwide, a leading third-party logistics, supply chain management and sourcing company from 2007 to 2020 and was Chief Executive Officer of the company from 2002 to 2019. He previously held multiple leadership roles at C.H. Robinson, including President and Chief Financial Officer. Mr. Wiehoff began his career at Arthur Andersen LLP. Wiehoff has served as the Chair of the Board of Directors of Polaris, a powersports-vehicle manufacturing company, from 2021 and has been a director at Polaris since 2007. He also has served on the Board of U.S. Bancorp, since 2020. He previously served on the Board of Donaldson Company Inc., from 2003 to 2022. Wiehoff holds a Bachelor of Science in accounting from St. John's University.
공시 • Jul 27Union Pacific Corporation Declares Quarterly Dividend on the Common Stock, Payable September 29, 2023The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company's common stock, payable September 29, 2023, to shareholders of record August 31, 2023.
Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: US$2.58 (vs US$2.93 in 2Q 2022)Second quarter 2023 results: EPS: US$2.58 (down from US$2.93 in 2Q 2022). Revenue: US$5.96b (down 4.9% from 2Q 2022). Net income: US$1.57b (down 14% from 2Q 2022). Profit margin: 26% (down from 29% in 2Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 13% per year.
공시 • Jun 23Union Pacific Corporation to Report Q2, 2023 Results on Jul 26, 2023Union Pacific Corporation announced that they will report Q2, 2023 results at 7:45 AM, US Eastern Standard Time on Jul 26, 2023
Upcoming Dividend • May 23Upcoming dividend of US$1.30 per share at 2.6% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.1%).
공시 • May 19+ 1 more updateUnion Pacific Elevates Appoints Rahul Jalali as Executive Vice President, Effective from June 1, 2023Union Pacific Railroad announced Chief Information Officer Rahul Jalali has been named executive vice president, effective June 1, 2023. Jalali has played a pivotal role in the company's modernization efforts and will continue leading the development, implementation and operation of Union Pacific's information and telecommunications technologies, delivering high-tech solutions for the railroad and its customers. He most recently served as senior vice president and chief information officer, having joined Union Pacific in 2020. Under Jalali's leadership, Union Pacific's Tech team has driven innovative technologies to optimize customer supply chains, enhance efficiency and improve the company's overall service product. He has focused on transforming Union Pacific into a platform company, creating a high-performing culture through recruitment, diversity and inclusion. He recently earned a spot on Forbes CIO Next List, highlighting 50 technology leaders who are redefining the CIO role and advancing game-changing innovation He also was named one of Railway Age's 2022 Readers' Influential Leaders, nominated by subscribers as one of the industry's top 10 influential individuals. Additionally, in 2023 Jalali was appointed by the Cybersecurity and Infrastructure Security Agency (CISA)to its Cybersecurity Advisory Committee (CSAC). Before joining Union Pacific, Jalali spent 23 years with retail leader Walmart Inc. in increasing leadership roles, including corporate vice president in the technology division.
Reported Earnings • Apr 20First quarter 2023 earnings released: EPS: US$2.67 (vs US$2.58 in 1Q 2022)First quarter 2023 results: EPS: US$2.67 (up from US$2.58 in 1Q 2022). Revenue: US$6.06b (up 3.3% from 1Q 2022). Net income: US$1.63b (flat on 1Q 2022). Profit margin: 27% (in line with 1Q 2022). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 20Upcoming dividend of US$1.30 per share at 2.6% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.4%).
공시 • Feb 10Union Pacific Corporation Declares Dividend for the First Quarter 2023, Payable on March 31, 2023The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company's common stock, payable March 31, 2023, to shareholders of record February 28, 2023.
공시 • Jan 25Union Pacific Corporation Provides Earnings Guidance for the Year 2023Union Pacific Corporation provided earnings guidance for the year 2023. for the year, the company expects carloads to exceed Industrial Production (Current Industrial Production forecast: -0.5%) and operating ratio improvement.
Reported Earnings • Jan 25Full year 2022 earnings released: EPS: US$11.24 (vs US$9.98 in FY 2021)Full year 2022 results: EPS: US$11.24 (up from US$9.98 in FY 2021). Revenue: US$24.9b (up 14% from FY 2021). Net income: US$7.00b (up 7.3% from FY 2021). Profit margin: 28% (down from 30% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공시 • Dec 14Union Pacific Corporation to Report Q4, 2022 Results on Jan 24, 2023Union Pacific Corporation announced that they will report Q4, 2022 results at 7:45 AM, US Eastern Standard Time on Jan 24, 2023
Upcoming Dividend • Aug 23Upcoming dividend of US$1.30 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.3%).
Buying Opportunity • Aug 17Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be €295, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.4%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings is also forecast to grow by 6.2% per annum over the same time period.
Reported Earnings • Jul 22Second quarter 2022 earnings released: EPS: US$2.93 (vs US$2.73 in 2Q 2021)Second quarter 2022 results: EPS: US$2.93 (up from US$2.73 in 2Q 2021). Revenue: US$6.27b (up 14% from 2Q 2021). Net income: US$1.84b (up 2.1% from 2Q 2021). Profit margin: 29% (down from 33% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.4%, compared to a 10% growth forecast for the industry in Germany.
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: US$2.58 (vs US$2.01 in 1Q 2021)First quarter 2022 results: EPS: US$2.58 (up from US$2.01 in 1Q 2021). Revenue: US$5.86b (up 17% from 1Q 2021). Net income: US$1.63b (up 22% from 1Q 2021). Profit margin: 28% (up from 27% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.9%, compared to a 13% growth forecast for the industry in Germany.
Reported Earnings • Apr 22First quarter 2022 earnings released: EPS: US$2.58 (vs US$2.01 in 1Q 2021)First quarter 2022 results: EPS: US$2.58 (up from US$2.01 in 1Q 2021). Revenue: US$5.86b (up 17% from 1Q 2021). Net income: US$1.63b (up 22% from 1Q 2021). Profit margin: 28% (up from 27% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.8%, compared to a 13% growth forecast for the industry in Germany.
Upcoming Dividend • Feb 18Upcoming dividend of US$1.18 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 31 March 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (5.5%).
Reported Earnings • Jan 21Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$9.98 (up from US$7.90 in FY 2020). Revenue: US$21.8b (up 12% from FY 2020). Net income: US$6.52b (up 22% from FY 2020). Profit margin: 30% (up from 27% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.0%, compared to a 18% growth forecast for the industry in Germany.
Reported Earnings • Oct 22Third quarter 2021 earnings released: EPS US$2.58 (vs US$2.02 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$5.57b (up 13% from 3Q 2020). Net income: US$1.67b (up 23% from 3Q 2020). Profit margin: 30% (up from 28% in 3Q 2020). The increase in margin was driven by higher revenue.
Board Change • Oct 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. Independent Director Chris Williams was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Aug 23Upcoming dividend of US$1.07 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 30 September 2021. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (5.1%).
Reported Earnings • Jul 24Second quarter 2021 earnings released: EPS US$2.73 (vs US$1.67 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$5.50b (up 30% from 2Q 2020). Net income: US$1.80b (up 59% from 2Q 2020). Profit margin: 33% (up from 27% in 2Q 2020). The increase in margin was driven by higher revenue.
Executive Departure • Jul 01Senior Advisor Vincenzo Vena has left the companyOn the 30th of June, Vincenzo Vena's tenure as Senior Advisor ended after less than a year in the role. As of March 2021, Vincenzo still personally held 18.79k shares (€3.5m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.83 years.